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DFSTX vs SZCAX
DFSTX vs SZCAX Comparison
Open Charts DFSTX vs SZCAX
DFSTX vs SZCAX Comparison Chart in %
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DFSTX vs. SZCAX commentary
Aug 24, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSTX is a Hold and SZCAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.9B vs. SZCAX (969M). DFSTX pays higher dividends than SZCAX: DFSTX (0.97) vs SZCAX (0.00). DFSTX was incepted earlier than SZCAX: DFSTX (34 years) vs SZCAX (25 years). SZCAX (1.15) is less costly to investors than DFSTX (0.28). SZCAX is a more actively managed with annual turnover of: 16.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than SZCAX: DFSTX (0) vs SZCAX (1000). DFSTX annual gain was more profitable for investors over the last year : 26.64 vs. SZCAX (8.86). DFSTX return over 5 years is better than : 42.22 vs. SZCAX (32.00).
| DFSTX | SZCAX | DFSTX / SZCAX | |
| Total Expense Ratio | 0.27 | 1.15 | 23% |
| Annual Report Gross Expense Ratio | 0.28 | 1.15 | 24% |
| Fund Existence | 34 years | 25 years | - |
| Gain YTD | 20.091 | 11.771 | 171% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 969M | 2,054% |
| Annual Yield % from dividends | 0.97 | 0.00 | - |
| Returns for 1 year | 26.64 | 8.86 | 301% |
| Returns for 3 years | 57.96 | 36.68 | 158% |
| Returns for 5 years | 42.22 | 32.00 | 132% |
| Returns for 10 years | 111.33 | 119.67 | 93% |
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